SMS Automation

Creating an automated SMS marketing campaign is a great way to reach out to your customers. For this tutorial, we will be creating an automated SMS marketing campaign that gets triggered when a new contact is created.

Note: Before creating an SMS Automation, please view the help article: SMS Marketing first. 

Create an SMS Automation

Navigate to Dashboard > Marketing > Automation, and click the "New Automation" button to get started. 

Define a sensible title for the automation. A best practice is to label the automation by the activity it is performing (eg: "On New Contacts Created > Send SMS"). 

In the drop-down menu for the "Upon Event" field, select the option "Contact - when a contact is created". 

For the first workflow step, select the option "Send SMS to Customer".

Click "Create New SMS" to create a new message for this automation, and then edit the message as needed. (Related Article: How to Create SMS Messages)

To test the automation, select the option "Test Mode", and specify a mobile number to use instead of sending the message to the customer. Otherwise, select the "live mode" option to send the SMS message to the contact. 

When you are ready for the automation to go live, tick the option "Enable this Automation" and click the "Save Automation" button. 

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